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910 hedge funds and large institutions have $22.7B invested in Kroger in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 315 increasing their positions, 360 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 96

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

8% more capital invested

Capital invested by funds: $21.1B → $22.7B (+$1.6B)

2% more funds holding

Funds holding: 894910 (+16)

3.78% less ownership

Funds ownership: 86.98%83.21% (-3.8%)

13% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 360

30% less call options, than puts

Call options by funds: $477M | Put options by funds: $677M

Holders
910
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
15.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
117
Increased
315
Reduced
360
Closed
96
Calls
$477M
Puts
$677M
Net Calls
-$200M
Net Calls Change
-$6.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
SFMG Wealth Advisors
Texas
$1.53M +$10.2K +300 +0.7%
WAM
352
World Asset Management
Michigan
$1.5M -$73.3K -2,145 -5%
MCAI
353
Members Capital Advisors Inc
Wisconsin
$1.5M +$1.42M +41,600 New
AB
354
Amalgamated Bank
New York
$1.49M -$80.7K -2,362 -5%
MAM
355
Meeder Asset Management
Ohio
$1.49M +$1.32M +38,624 +1,439%
CCM
356
Coe Capital Management
Illinois
$1.47M -$23.2K -679 -2%
DCM
357
Dupont Capital Management
Delaware
$1.45M -$274K -8,031 -17%
LIA
358
LS Investment Advisors
Michigan
$1.45M -$886K -25,921 -39%
NGA
359
Naples Global Advisors
Florida
$1.45M -$17.1K -500 -1%
Federated Hermes
360
Federated Hermes
Pennsylvania
$1.44M -$5.71K -167 -0.4%
EI
361
Ethic Inc
New York
$1.44M +$747K +21,865 +120%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$1.43M +$18.8K +550 +1%
NEI
363
Northwest & Ethical Investments
Ontario, Canada
$1.4M -$58.4K -1,710 -4%
ANI
364
American National Insurance
Texas
$1.39M -$5.9M -172,600 -82%
HSA
365
HBK Sorce Advisory
Pennsylvania
$1.39M -$290K -8,492 -18%
AA
366
AlphaMark Advisors
Kentucky
$1.38M -$140K -4,108 -10%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$1.37M -$14.3K -418 -1%
PFO
368
Pathstone Family Office
New Jersey
$1.36M +$1.19M +34,765 +1,162%
CAM
369
Cresset Asset Management
Illinois
$1.35M -$688K -20,148 -35%
CIA
370
Choate Investment Advisors
Massachusetts
$1.35M -$27.4K -802 -2%
ATC
371
Argent Trust Co
Tennessee
$1.34M -$25.7K -752 -2%
VVP
372
Venture Visionary Partners
Ohio
$1.33M +$84.2K +2,465 +7%
JWCA
373
J.W. Coons Advisors
Ohio
$1.33M
BC
374
Bartlett & Co
Ohio
$1.32M +$10.4K +304 +0.8%
BCWM
375
Bartlett & Co Wealth Management
Ohio
$1.32M +$10.4K +304 +0.8%

KR Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q1 2021, worth a combined $22.7B — up 7.6% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new KR positions and 96 closed out — a net gain of 21 holders — while 315 added to existing stakes and 360 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $599M. The largest seller was Franklin Resources, cutting an estimated $479M.

  • 910 institutional investors held Kroger (KR) as of Q1 2021, up from 894 in Q4 2020.
  • Funds reported $22.7B of Kroger stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 117 funds opened new Kroger positions in Q1 2021 and 96 closed out, a net change of +21 holders.
  • The largest Kroger buyer in Q1 2021 was Berkshire Hathaway, an estimated $599M added.
  • The largest Kroger seller in Q1 2021 was Franklin Resources, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2021.